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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1651
Root Financial Partners
California
– -$42.9K -217 Closed
WPA
1652
Wealth Preservation Advisors
Tennessee
– -$29.7K -150 Closed
SA
1653
Scarborough Advisors
Maryland
– -$29.3K -148 Closed
BFS
1654
Burkett Financial Services
South Carolina
– -$29.1K -147 Closed
SIS
1655
Sound Income Strategies
Florida
– -$27.3K -137 Closed
S
1656
Sachetta
Massachusetts
– -$26.3K -133 Closed
GWSA
1657
Global Wealth Strategies & Associates
Colorado
– -$19.2K -97 Closed
RFG
1658
REAP Financial Group
Texas
– -$14.8K -75 Closed
JFGIW
1659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$9.29K -47 Closed
OA
1660
Operose Advisors
Wisconsin
– -$8.7K -44 Closed
CFG
1661
Clayton Financial Group
Missouri
– -$6.92K -35 Closed
LWMI
1662
Legacy Wealth Management (Idaho)
Idaho
– -$5.54K -28 Closed
PWA
1663
Portus Wealth Advisors
North Carolina
– -$4.94K -25 Closed
RCM
1664
Richardson Capital Management
Wisconsin
– -$4.15K -21 Closed
WTA
1665
Washington Trust Advisors
Massachusetts
– -$2.77K -14 Closed
1IA
1666
1620 Investment Advisors
Massachusetts
– -$1.88K -9 Closed
TWM
1667
TopTier Wealth Management
Wisconsin
– -$1.78K -9 Closed
VR
1668
Vision Retirement
New Jersey
– -$989 -5 Closed
UFF
1669
USA Financial Formulas
Michigan
– -$791 -4 Closed
PAI
1670
Pittenger & Anderson Inc
Nebraska
– -$594 -3 Closed
NF
1671
Napier Financial
Massachusetts
– -$395 -2 Closed
IAAG
1672
Innovative Asset Advisors Group
Connecticut
– -$198 -1 Closed
TFA
1673
Toth Financial Advisory
Virginia
– -$198 -1 Closed
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